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Oakbridge Partners

Financial Services Atlanta, Ga, United States 6 employees

Employees: 6

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Oakbridge Partners Overview

Headquarters: Atlanta, Ga, United States
Phone Number: Available in AeroLeads
Website: oakbridgepartners.com
Industry: Financial Services
Employees: 6
Founded: 1974
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Retirement Planning Estate Planning Income Tax Planning Executive Compensation/ Stock Option Planning Charitable Giving Business Succession Planning

About Oakbridge Partners

Founded in 1974 under the name Lesesne Capital Management, Oakbridge Partners is one of Atlanta's oldest independent fee-only management firms. In 2022, Oakbridge Partners merged with Homrich Berg, another longtime Atlanta wealth management firm with similar culture, values and focus on client service. The Oakbridge Partners team is proud to continue our legacy of providing fee-only, fiduciary wealth management and high touch service to our clients as part of the Homrich Berg team. Visit our website to learn more.